A detailed history of Tyler Stone Wealth Management transactions in Energy Sector Spdr stock. As of the latest transaction made, Tyler Stone Wealth Management holds 23,972 shares of XLE stock, worth $2.02 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
23,972
Previous 11,870 101.95%
Holding current value
$2.02 Million
Previous $1.08 Million 94.63%
% of portfolio
0.41%
Previous 0.46%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$84.35 - $93.39 $1.02 Million - $1.13 Million
12,102 Added 101.95%
23,972 $2.1 Million
Q2 2024

Aug 14, 2024

BUY
$88.04 - $98.08 $352 - $392
4 Added 0.03%
11,870 $1.08 Million
Q1 2024

May 15, 2024

SELL
$79.91 - $94.41 $1,758 - $2,077
-22 Reduced 0.19%
11,866 $1.12 Million
Q4 2023

Feb 14, 2024

SELL
$81.2 - $91.96 $4,628 - $5,241
-57 Reduced 0.48%
11,888 $996,000
Q3 2023

Nov 14, 2023

BUY
$79.09 - $93.36 $553 - $653
7 Added 0.06%
11,945 $1.08 Million
Q2 2023

Aug 14, 2023

BUY
$76.59 - $87.23 $14,781 - $16,835
193 Added 1.64%
11,938 $969,000
Q4 2022

Feb 14, 2023

BUY
$76.09 - $94.08 $8,293 - $10,254
109 Added 0.94%
11,745 $1.03 Million
Q3 2022

Nov 14, 2022

BUY
$67.49 - $84.09 $20,719 - $25,815
307 Added 2.71%
11,636 $838,000
Q2 2022

Aug 11, 2022

SELL
$70.66 - $92.28 $16,675 - $21,778
-236 Reduced 2.04%
11,329 $810,000
Q1 2022

May 12, 2022

BUY
$57.22 - $78.75 $19,512 - $26,853
341 Added 3.04%
11,565 $884,000
Q4 2021

Feb 22, 2022

BUY
$53.01 - $59.14 $594,984 - $663,787
11,224 New
11,224 $623,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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